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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
576
PFG Private Wealth Management
Florida
$105K -$64K -389 -38%
PAI
577
Pittenger & Anderson Inc
Nebraska
$100K – – –
BWM
578
Baystate Wealth Management
Massachusetts
$100K +$165 +1 +0.2%
HNB
579
Huntington National Bank
Ohio
$97K – – –
IF
580
Integrity Financial
Wyoming
$96K -$38.7K -235 -29%
MIFH
581
Migdal Insurance & Financial Holdings
Israel
$94K – – –
RPCA
582
Running Point Capital Advisors
California
$93K – – –
COCM
583
Charter Oak Capital Management
New Hampshire
$92K – – –
BWL
584
Bogart Wealth LLC
Virginia
$90K – – –
AWM
585
Abound Wealth Management
Tennessee
$89.2K +$165 +1 +0.2%
FFA
586
Founders Financial Alliance
North Carolina
$76K -$3.95K -24 -5%
EWM
587
Endurance Wealth Management
Rhode Island
$76K – – –
AWM
588
Avior Wealth Management
Nebraska
$71K -$24.4K -148 -26%
KTC
589
Kistler-Tiffany Companies
Pennsylvania
$71K – – –
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$70K +$2.63K +16 +4%
ZIG
591
Zullo Investment Group
Pennsylvania
$66K – – –
ACA
592
Aptus Capital Advisors
Alabama
$63K – – –
AW
593
Avion Wealth
Texas
$63K – – –
FWA
594
FSC Wealth Advisors
New York
$62K – – –
FPFS
595
First Personal Financial Services
North Carolina
$56K +$54.3K +330 New
MA
596
MUFG Americas
New York
$53K +$43.9K +267 +534%
DWMG
597
DB Wealth Management Group
California
$49K +$165 +1 +0.3%
TAM
598
Townsend Asset Management
North Carolina
$48K – – –
MAM
599
Meeder Asset Management
Ohio
$48K +$1.15K +7 +2%
CIA
600
Cascade Investment Advisors
Oregon
$48K – – –
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